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Enhancing the
       PMO
    Partnership
Achieve Business Results with Business
Architecture
Business architecture is the essence of how an Enterprise works. It is the
many components which make up an enterprise that produce the goods and
services which are sold for profit. PMO’s provide multi-faceted benefits to
Enterprise business architecture which demonstrate value. This paper will
touch on a few segments of business architecture and discuss which areas to
embrace or avoid.




 Sherry S. Remington, PMP, SCPM                                 11/6/2011
1


Each Enterprise is unique and diverse and to try to categorize and align them is a mish
mosh at best. However, there are some processes, systems and data which can be affinity
grouped into rational relationships allowing PMO’s to be aligned and utilized. Below is an
excerpt from Chapter 2 of the The PMOSIG Program Management Office Handbook: Strategic
and Tactical Insights for Improving Results1 which indicates different types of PMO’s.

PMO’s are like gloves they have to fit for them to be effective. And their design must reflect
their purpose. Garden gloves are not used in batting cages, nor are racing gloves used to
clean the kitchen sink. First define the PMO, will it be portfolio, program or project; then
understands their purpose: regulatory, standards, centers of excellence, product, project,
etc. Once appropriately defined, then vision, mission and purpose can be more successfully
aligned. One specific requirement of PMO leadership is to promote the vision of the PMO
and advertise the delivery of value to the organization.1


PMO Types

Project: A temporary endeavor undertaken to create a unique product, service or
result.Project Management Office aligns to execution as that is what they are designed to
do, bring vision and strategy to reality. They deliver the results.
Program: A group of related projects managed in a coordinated way to obtain benefits and
control not available from managing them individually. Programs Management Offices may
include elements of related work outside of the scope of the discrete projects in the
program.Program Management Offices align to strategy and execution as they guide the
organizations to execute against the Enterprise strategy via projects and operational teams
performing against the corporate processes.
Portfolio: A collection of projects or programs and other work grouped together to
facilitate effective management of that work to meet strategic business objectives. The
projects or programs of the portfolio may not necessarily be interdependent or directly
related.Portfolio Management Office best align with vision and strategy as they govern
what goes into an Enterprise portfolio. Programs and project are selected based on their
criteria which best aligns them to the Vision and Strategy of the Company.


Business Architecture

Business Architecture is systems by which the Enterprise manages it resources weather
that is people, process, systems or data. Products are a result of the business architecture
success. How the business architecture is integrated and utilized will determine product
and Enterprise success.




    Sherry S. Remington, PMP, SCPM                                              11/6/2011
2




                               People and the PMO
                               As a program management office,
                               people responsibilities are directly      Knowledge workers
                               linked to the Enterprise structure.
                                                                         Project workers
                               Is the organization a highly
                               matrixed organization, a weak             Education and
                               matrix organization, a purely              needs
                               projectized organization or a purely      Respect&
                               functional organization.                   Engagements
                               Determining the organizational
                               structure will create the path to
                               success for a PMO.

As a program management office, people responsibilities are directly linked to the
Enterprise structure. Is it a highly matrixed organization, a weak matrix organization, a
purely projectizedorganization or a purely functional organization.
The people aspect of the PMO will be address differently based on the organizational
structure, so please make sure you understand the structure clearly.
Embrace: Knowledge workersthese are individuals who are experts in their field. They are
better utilized short term for their knowledge and skill for only the segment of the program
or project that is needed. They can be better utilized functionally across the organization
depending on the Program Type. (Product Management requires experts).
Avoid: Too many knowledge workers because they are specific and not broad in
knowledge. Additionally, they are expensive.
Embrace: Project workers these are individuals who are specifically trained in project and
program management. Theyare better utilized if reporting to a PMO rather than a function
because they can be shared among projects and programs. Project workers have skill that
is transferrable across functions which allows optimal utilization.
Avoid: Overloading the Project worker until they become ineffective. Also avoid having
them wear the hat of project worker and knowledge worker.
Embrace: Education andmaking all participants of the program/project aware of the
nuances being managed. This can include educating the project team or educating the
functional teams. Project Managers are not accidental: they are grown in an environment
that trains, mentors and rewards them based on performance in projects.2
Avoid: Mismatching workers to the projects or programs; forexample, putting a senior PM
on a short term entry level project. Obtain the best utilization of your work force by
aligning skills sets to level of complexity
Embrace: Protocol for engagements so that mutual respect is present.
Avoid: Creating scenarios where project workers are not in the correct role and expected
to work in areas that are not governed by the PMO.

The right people doing the right work at the right time equals money well spent and saved.




    Sherry S. Remington, PMP, SCPM                                             11/6/2011
3




                                Process and the PMO
                               Process adds clarity,
                               standardization, improvement and           Enterprise
                               value to an Enterprises’ culture.           process
                               Without process chaos ensues.              Program &
                               Oftentimes chaos is misrepresented          Project process
                               for innovation. In reality, process
                                                                          Engagement
                               fuels effective and efficient               process
                               innovation and provides value
                               through the long term. Depending
                               on regulatory practices which are
                               mandatory, some Enterprises
                               exercise better processes than
                               others.

We know that all Enterprises have processes and within the Enterprise some functions
adhere to the processes better than others. Not all processes or Enterprises are equal.
Enterprise processes can be defined as requests, patterns, re-use of capabilities, creating
new capabilities, regulations, adoption and measurement. Enterprise processes are
created for all organizations and functions to follow; not all do. Depending on the type of
PMO, maintaining processes and methodologies could be a responsibility of the PMO.
Determine upfront how that responsibility will bring value to the Enterprise.
Embrace: Enterprise process and promote them throughout the company. It will create a
common taxonomy and simplify and clarify communications.
Embrace: Industry standards and processes (PMI PMBOK, PLC, Agile). As a PMO the need
to drive consistency and industry standards is tantamount. If the PMO does not hold up the
standards the organizations following them will not either. This often times creates chaos
and undermines the value of the PMO. It also feeds a passive / aggressive culture.
Avoid: Playing police for other organizations unless that is the PMO charter to do so.
Remember the type of PMO and it’s purpose and adhere to the PMO strategy and execution
to meet the desired outcomes for the PMO.
Embrace: Creating an engagement process if one is not already in place. There may be
exceptions to this idea; however without an engagement process; discipline and
prioritization will be diminished. Fire, Ready, Aim is an engagement process, but is it right
for your Enterprise?
Avoid: Ad hoc requests without an approval process or engagement process in place.

Creating standardization and repetitive processes creates efficiencies which allow focus on
new or strategic efforts optimizing the portfolio for the Enterprise.




    Sherry S. Remington, PMP, SCPM                                              11/6/2011
4




                               Systems and the PMO
                               What is a system? A whole
                               compounded of several parts or             Financial systems
                               members. Systems have                      Political systems –
                               interconnectivityrelationships              CLM
                               among each other. The term system          Infrastructure
                               may also refer to a set of rules that       systems
                               governs structure and/or behavior.
                               We will take a brief look at 5             Culture systems
                               systems and what the PMO can
                               embrace or avoid.

Financial Systems are primary to any PMO. The PMO leadership must understand how the
Enterprise will pay for its services.
Embrace: a financial system which gives budget and control over the PMO funds for the
PMO specifically and the projects and programs preferably.
Avoid: a financial system which does not directly support programs or projects, avoid tin
cupping, it breeds political disparity.

Political Systems indicate the structure by which decisions are made and power is exerted.
The organizational structure and placement of the PMO can impact its ability to execute
effectively.
Embrace: buy in from all stakeholders with an appropriate stakeholder management
process. Utilize cross-functional steering committees and always have an executive sponsor
to assist with political situations.
Avoid: Career Limiting Moves, passive aggressive behavior. Identify and manage
stakeholders with these tendencies utilizing good risk management and escalation
processes.

Infrastructure Systems are the systems or tools used by the Enterprise. Be aware of how
the PMO can use them; as well as the impact they may have on the PMO. These systems can
be enabling or punitive; integrated or antiquated and depending on which you encounter,
the infrastructure can impede PMO success.
Embrace: Knowledge of the infrastructure the PMO will be utilizing. Opt for infrastructure
which will allow the PMO consistent, effective and valid data gathering.
Avoid: multiple systems when processes are the same. Avoid redundant data systems.

Culture Systems directly influence the PMO and the how it executes strategy.5 Cultural
scrutiny, awareness and understanding are king.4
Embrace:the Enterprise culture and understand how to get work done within it.
Avoid: programs and projects that change the culture without executive support or
awareness.
In doing so, the PMO will bring in more projects on time, under budget which meet
stakeholder requirements.



    Sherry S. Remington, PMP, SCPM                                              11/6/2011
5




                               Data and the PMO
                               The term data refers to qualitative       PMO data
                               or quantitative attributes of a
                               variable or set of variables. Data        Horizon and value
                               are often viewed as the lowest             metrics
                               level of abstraction from which           Risk Data
                               information and then knowledge
                               are derived. Why is data
                               important? It helps to orchestrate
                               business decisions. Decisions
                               which will determine the
                               Company’s success or failure? This
                               is important to the PMO as it
                               exports data to diverse audiences.

PMO data: What data is important to the PMO and what data should be owned and driven
by the PMO? These are important questions and need to be determined prior to presenting
data. When data surfaces that is disparate, which data will be used for decision making?
Single source of Truth data (SSOT) must be identified and validated by the Executive
Sponsor as the information that decisions will be predicated.
Embrace: Single source of truth data. Require ownership of data regardless of where it is
created or resides.
Avoid: disparate data without sponsorship

Horizon and Value metrics:What data should the PMO own? – Execution data, Business
Value Data, Forecast Data?What data can the PMO borrow?-Marketing Analysis, Sales
statistics.
Embrace: Data which trends historically but is tantamount to predict the future. Create a
framework to review the data on a periodic basis.
Avoid: Boring and repetitive data that does not add value to decision making. Change to
program without new data metrics to identify change success.

Risk analysis and contingency information is the safety net for PMO’s. A risk management
plan (RMP) with contingency built in is best practice execution. As a part of the RMP,
identify data, track it to validate or discredit the risk realization.
Embrace: a risk management plan
Avoid: incorrect risk data, lack of risk management plan

With risk information being reviewed regularly, decisions can be made quicker to avoid
losses or seize opportunities. This adds real dollar value to the bottom line.




    Sherry S. Remington, PMP, SCPM                                            11/6/2011
6



REFERENCES:
                           The PMOSIG Program Management Office
1                          Handbook: Strategic and Tactical Insights
                           for Improving Results      Authors:
                           Section 1: PMO Governance            Dennis Bolles,
                              1. The PMO Role in Project        Craig J. Letavec
                                  Portfolio Governance
                              2. Program Types:
                                  Categorization and Its
                                  Benefits
                              3. The PMO as an Enabler for
                                  Large-Scale Global Program
                                  Success




                           The Strategic Project Office: A Guide to
2                          Improving Organizational Performance
                           Improving Results             Authors:
                              1. The Project Office Concept     J. Kent Crawford
                              2. The Starting Gate
                              3. Project Office Rationale,      PM Solutions
                                                                Research
                                  Organization Structure and
                                  Functions
                              4. Meet the Players
                              5. Project Office Planning,
                                  Preparation and Strategy
                              6. Establishing a Project
                                  Management Methodology
                              7. Knowledge Management
                                  and the Project Office
                              8. The Technical Infrastructure
                              9. The Strategic Project Office
                              10. Changing the Organizational
                                  Structure




    Sherry S. Remington, PMP, SCPM                                      11/6/2011
7



                           Resonate: Present Visual Stories that
3                          Transform Audiences
                                                         Author:
                             1. Why resonate             Nancy Duarte
                             2. Lessons from myths and
                                movies
                             3. Get to know the hero
                             4. Define the journey




4         "Culture eats strategy for breakfast"
                                                         Author:
          http://www.linkedin.com                        Gail Severini
          /groupItem?view=&gid=63688&type=member&item=
          44298978&commentID=-1#lastComment;



5         Converting Strategy into Action
          ©2007 by SAPM                                  Author:
                                                         Stanford Center for
                                                         Professional
                                                         Development &
                                                         IPS




    Sherry S. Remington, PMP, SCPM                               11/6/2011

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2011 Pmo Symposium White Paper

  • 1. Enhancing the PMO Partnership Achieve Business Results with Business Architecture Business architecture is the essence of how an Enterprise works. It is the many components which make up an enterprise that produce the goods and services which are sold for profit. PMO’s provide multi-faceted benefits to Enterprise business architecture which demonstrate value. This paper will touch on a few segments of business architecture and discuss which areas to embrace or avoid. Sherry S. Remington, PMP, SCPM 11/6/2011
  • 2. 1 Each Enterprise is unique and diverse and to try to categorize and align them is a mish mosh at best. However, there are some processes, systems and data which can be affinity grouped into rational relationships allowing PMO’s to be aligned and utilized. Below is an excerpt from Chapter 2 of the The PMOSIG Program Management Office Handbook: Strategic and Tactical Insights for Improving Results1 which indicates different types of PMO’s. PMO’s are like gloves they have to fit for them to be effective. And their design must reflect their purpose. Garden gloves are not used in batting cages, nor are racing gloves used to clean the kitchen sink. First define the PMO, will it be portfolio, program or project; then understands their purpose: regulatory, standards, centers of excellence, product, project, etc. Once appropriately defined, then vision, mission and purpose can be more successfully aligned. One specific requirement of PMO leadership is to promote the vision of the PMO and advertise the delivery of value to the organization.1 PMO Types Project: A temporary endeavor undertaken to create a unique product, service or result.Project Management Office aligns to execution as that is what they are designed to do, bring vision and strategy to reality. They deliver the results. Program: A group of related projects managed in a coordinated way to obtain benefits and control not available from managing them individually. Programs Management Offices may include elements of related work outside of the scope of the discrete projects in the program.Program Management Offices align to strategy and execution as they guide the organizations to execute against the Enterprise strategy via projects and operational teams performing against the corporate processes. Portfolio: A collection of projects or programs and other work grouped together to facilitate effective management of that work to meet strategic business objectives. The projects or programs of the portfolio may not necessarily be interdependent or directly related.Portfolio Management Office best align with vision and strategy as they govern what goes into an Enterprise portfolio. Programs and project are selected based on their criteria which best aligns them to the Vision and Strategy of the Company. Business Architecture Business Architecture is systems by which the Enterprise manages it resources weather that is people, process, systems or data. Products are a result of the business architecture success. How the business architecture is integrated and utilized will determine product and Enterprise success. Sherry S. Remington, PMP, SCPM 11/6/2011
  • 3. 2 People and the PMO As a program management office, people responsibilities are directly  Knowledge workers linked to the Enterprise structure.  Project workers Is the organization a highly matrixed organization, a weak  Education and matrix organization, a purely needs projectized organization or a purely  Respect& functional organization. Engagements Determining the organizational structure will create the path to success for a PMO. As a program management office, people responsibilities are directly linked to the Enterprise structure. Is it a highly matrixed organization, a weak matrix organization, a purely projectizedorganization or a purely functional organization. The people aspect of the PMO will be address differently based on the organizational structure, so please make sure you understand the structure clearly. Embrace: Knowledge workersthese are individuals who are experts in their field. They are better utilized short term for their knowledge and skill for only the segment of the program or project that is needed. They can be better utilized functionally across the organization depending on the Program Type. (Product Management requires experts). Avoid: Too many knowledge workers because they are specific and not broad in knowledge. Additionally, they are expensive. Embrace: Project workers these are individuals who are specifically trained in project and program management. Theyare better utilized if reporting to a PMO rather than a function because they can be shared among projects and programs. Project workers have skill that is transferrable across functions which allows optimal utilization. Avoid: Overloading the Project worker until they become ineffective. Also avoid having them wear the hat of project worker and knowledge worker. Embrace: Education andmaking all participants of the program/project aware of the nuances being managed. This can include educating the project team or educating the functional teams. Project Managers are not accidental: they are grown in an environment that trains, mentors and rewards them based on performance in projects.2 Avoid: Mismatching workers to the projects or programs; forexample, putting a senior PM on a short term entry level project. Obtain the best utilization of your work force by aligning skills sets to level of complexity Embrace: Protocol for engagements so that mutual respect is present. Avoid: Creating scenarios where project workers are not in the correct role and expected to work in areas that are not governed by the PMO. The right people doing the right work at the right time equals money well spent and saved. Sherry S. Remington, PMP, SCPM 11/6/2011
  • 4. 3 Process and the PMO Process adds clarity, standardization, improvement and  Enterprise value to an Enterprises’ culture. process Without process chaos ensues.  Program & Oftentimes chaos is misrepresented Project process for innovation. In reality, process  Engagement fuels effective and efficient process innovation and provides value through the long term. Depending on regulatory practices which are mandatory, some Enterprises exercise better processes than others. We know that all Enterprises have processes and within the Enterprise some functions adhere to the processes better than others. Not all processes or Enterprises are equal. Enterprise processes can be defined as requests, patterns, re-use of capabilities, creating new capabilities, regulations, adoption and measurement. Enterprise processes are created for all organizations and functions to follow; not all do. Depending on the type of PMO, maintaining processes and methodologies could be a responsibility of the PMO. Determine upfront how that responsibility will bring value to the Enterprise. Embrace: Enterprise process and promote them throughout the company. It will create a common taxonomy and simplify and clarify communications. Embrace: Industry standards and processes (PMI PMBOK, PLC, Agile). As a PMO the need to drive consistency and industry standards is tantamount. If the PMO does not hold up the standards the organizations following them will not either. This often times creates chaos and undermines the value of the PMO. It also feeds a passive / aggressive culture. Avoid: Playing police for other organizations unless that is the PMO charter to do so. Remember the type of PMO and it’s purpose and adhere to the PMO strategy and execution to meet the desired outcomes for the PMO. Embrace: Creating an engagement process if one is not already in place. There may be exceptions to this idea; however without an engagement process; discipline and prioritization will be diminished. Fire, Ready, Aim is an engagement process, but is it right for your Enterprise? Avoid: Ad hoc requests without an approval process or engagement process in place. Creating standardization and repetitive processes creates efficiencies which allow focus on new or strategic efforts optimizing the portfolio for the Enterprise. Sherry S. Remington, PMP, SCPM 11/6/2011
  • 5. 4 Systems and the PMO What is a system? A whole compounded of several parts or  Financial systems members. Systems have  Political systems – interconnectivityrelationships CLM among each other. The term system  Infrastructure may also refer to a set of rules that systems governs structure and/or behavior. We will take a brief look at 5  Culture systems systems and what the PMO can embrace or avoid. Financial Systems are primary to any PMO. The PMO leadership must understand how the Enterprise will pay for its services. Embrace: a financial system which gives budget and control over the PMO funds for the PMO specifically and the projects and programs preferably. Avoid: a financial system which does not directly support programs or projects, avoid tin cupping, it breeds political disparity. Political Systems indicate the structure by which decisions are made and power is exerted. The organizational structure and placement of the PMO can impact its ability to execute effectively. Embrace: buy in from all stakeholders with an appropriate stakeholder management process. Utilize cross-functional steering committees and always have an executive sponsor to assist with political situations. Avoid: Career Limiting Moves, passive aggressive behavior. Identify and manage stakeholders with these tendencies utilizing good risk management and escalation processes. Infrastructure Systems are the systems or tools used by the Enterprise. Be aware of how the PMO can use them; as well as the impact they may have on the PMO. These systems can be enabling or punitive; integrated or antiquated and depending on which you encounter, the infrastructure can impede PMO success. Embrace: Knowledge of the infrastructure the PMO will be utilizing. Opt for infrastructure which will allow the PMO consistent, effective and valid data gathering. Avoid: multiple systems when processes are the same. Avoid redundant data systems. Culture Systems directly influence the PMO and the how it executes strategy.5 Cultural scrutiny, awareness and understanding are king.4 Embrace:the Enterprise culture and understand how to get work done within it. Avoid: programs and projects that change the culture without executive support or awareness. In doing so, the PMO will bring in more projects on time, under budget which meet stakeholder requirements. Sherry S. Remington, PMP, SCPM 11/6/2011
  • 6. 5 Data and the PMO The term data refers to qualitative  PMO data or quantitative attributes of a variable or set of variables. Data  Horizon and value are often viewed as the lowest metrics level of abstraction from which  Risk Data information and then knowledge are derived. Why is data important? It helps to orchestrate business decisions. Decisions which will determine the Company’s success or failure? This is important to the PMO as it exports data to diverse audiences. PMO data: What data is important to the PMO and what data should be owned and driven by the PMO? These are important questions and need to be determined prior to presenting data. When data surfaces that is disparate, which data will be used for decision making? Single source of Truth data (SSOT) must be identified and validated by the Executive Sponsor as the information that decisions will be predicated. Embrace: Single source of truth data. Require ownership of data regardless of where it is created or resides. Avoid: disparate data without sponsorship Horizon and Value metrics:What data should the PMO own? – Execution data, Business Value Data, Forecast Data?What data can the PMO borrow?-Marketing Analysis, Sales statistics. Embrace: Data which trends historically but is tantamount to predict the future. Create a framework to review the data on a periodic basis. Avoid: Boring and repetitive data that does not add value to decision making. Change to program without new data metrics to identify change success. Risk analysis and contingency information is the safety net for PMO’s. A risk management plan (RMP) with contingency built in is best practice execution. As a part of the RMP, identify data, track it to validate or discredit the risk realization. Embrace: a risk management plan Avoid: incorrect risk data, lack of risk management plan With risk information being reviewed regularly, decisions can be made quicker to avoid losses or seize opportunities. This adds real dollar value to the bottom line. Sherry S. Remington, PMP, SCPM 11/6/2011
  • 7. 6 REFERENCES: The PMOSIG Program Management Office 1 Handbook: Strategic and Tactical Insights for Improving Results Authors: Section 1: PMO Governance Dennis Bolles, 1. The PMO Role in Project Craig J. Letavec Portfolio Governance 2. Program Types: Categorization and Its Benefits 3. The PMO as an Enabler for Large-Scale Global Program Success The Strategic Project Office: A Guide to 2 Improving Organizational Performance Improving Results Authors: 1. The Project Office Concept J. Kent Crawford 2. The Starting Gate 3. Project Office Rationale, PM Solutions Research Organization Structure and Functions 4. Meet the Players 5. Project Office Planning, Preparation and Strategy 6. Establishing a Project Management Methodology 7. Knowledge Management and the Project Office 8. The Technical Infrastructure 9. The Strategic Project Office 10. Changing the Organizational Structure Sherry S. Remington, PMP, SCPM 11/6/2011
  • 8. 7 Resonate: Present Visual Stories that 3 Transform Audiences Author: 1. Why resonate Nancy Duarte 2. Lessons from myths and movies 3. Get to know the hero 4. Define the journey 4 "Culture eats strategy for breakfast" Author: http://www.linkedin.com Gail Severini /groupItem?view=&gid=63688&type=member&item= 44298978&commentID=-1#lastComment; 5 Converting Strategy into Action ©2007 by SAPM Author: Stanford Center for Professional Development & IPS Sherry S. Remington, PMP, SCPM 11/6/2011